Yes. The solar design, battery recommendation, and heat pump sizing all feed into the same quotation flow within OpusFlow. The combined ROI can be presented as a single financial picture covering the full renewable energy installation, and the full output exports into one branded PDF proposal. Your consultant can cover all three in a single appointment and send a complete, itemised quote before leaving the customer’s home.
Below are the answers to the questions we are most frequently asked about the OpusFlow software solution. Is your question not among them? Feel free to contact support.
No. Automations in OpusFlow are configured through a visual rule builder — you select a trigger, add conditions, and define one or more actions. No code involved. For more complex workflows, pre-configured automation templates give you a proven starting point you can adapt rather than build from scratch. Most teams have their first automations running within an hour of setup.
It does. When a lead becomes a customer, their data flows directly into their first project and quote. There is no re-entering information, no copy-pasting between systems, and no risk of details getting lost in the handover from sales to operations.
OpusFlow gives you full control over who sees what. With the User Management module you can restrict access per employee, down to individual modules and actions, so your data stays exactly where it belongs.
Yes. OpusFlow includes a built-in PV designer, energy simulation engine, heatpump and ROI calculator. Your sales consultants can design the system, model a 25-year financial projection, and hand the client a professional proposal all in a single appointment, without waiting for back-office sign-off.
Yes! You can create and save your own time standards in OpusFlow and apply them directly to any calculation.
Customers can access any document linked to their project, including quotes, invoices, contracts, and completion certificates. Documents are available securely at any time, so a customer who needs to retrieve their invoice six months after installation can do so without contacting your office.
Yes! You can build your own forms from scratch and save them as templates, so every installation type has exactly the right checklist.
Get a live customized demo or discovery call focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization
